Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49158.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43235.1 Kr¶
PnL: ---------------------------------------> -1640.48 Kr¶
DD now: ---------------------------------> -7.458 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 12:09:21.301468'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.130000 | 1530.360000 | 107.360000 | 7.540000 | 1423.000014 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| Hennes & Mauritz B | 6 | 0.430000 | 920.880000 | 8.880000 | 0.970000 | 912.000000 |
| JM | 7 | 2.480000 | 954.100000 | 4.100000 | 0.430000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.330000 | 906.500000 | 2.500000 | 0.280000 | 904.000000 |
| Eastnine | 6 | -0.550000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| AcadeMedia | 20 | -0.330000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| BioGaia B | 8 | -1.420000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| Biotage | 1 | -0.150000 | 132.800000 | -16.200000 | -10.870000 | 149.000000 |
| ASSA ABLOY B | 4 | -1.290000 | 976.000000 | -17.000000 | -1.710000 | 993.000000 |
| OX2 | 12 | -0.130000 | 889.800000 | -19.200000 | -2.110000 | 909.000000 |
| Vitrolife | 3 | -2.010000 | 645.000000 | -32.000000 | -4.730000 | 677.000001 |
| Bufab | 3 | -1.360000 | 1044.000000 | -32.000000 | -2.970000 | 1076.000001 |
| Investor B | 3 | -0.450000 | 625.950000 | -32.050000 | -4.870000 | 657.999999 |
| Hoist Finance | 36 | -0.370000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Creaspac SPAC | 40 | -0.420000 | 3800.000000 | -34.000000 | -0.890000 | 3834.000000 |
| Sandvik | 4 | -1.120000 | 812.800000 | -35.200000 | -4.150000 | 848.000000 |
| Latour B | 4 | -1.060000 | 820.800000 | -35.200000 | -4.110000 | 856.000000 |
| Platzer Fastigheter Holding B | 12 | 0.660000 | 915.600000 | -35.400000 | -3.720000 | 951.000000 |
| Byggmax Group | 33 | -0.350000 | 931.260000 | -35.740000 | -3.700000 | 966.999990 |
| Addnode Group B | 7 | -0.960000 | 864.500000 | -40.500000 | -4.480000 | 904.999998 |
| Sagax B | 4 | -1.310000 | 844.400000 | -40.600000 | -4.590000 | 885.000000 |
| Gränges | 10 | -2.060000 | 998.000000 | -41.000000 | -3.950000 | 1039.000000 |
| Hexatronic Group | 15 | -1.120000 | 1029.600000 | -41.400000 | -3.870000 | 1071.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Vitec Software Group B | 2 | -1.300000 | 1062.000000 | -42.000000 | -3.800000 | 1104.000000 |
| SKF B | 5 | -0.690000 | 938.000000 | -42.000000 | -4.290000 | 980.000000 |
| Catena | 2 | -0.050000 | 762.400000 | -43.600000 | -5.410000 | 806.000000 |
| Alimak Group | 12 | -2.320000 | 960.000000 | -47.000000 | -4.670000 | 1007.000004 |
| EQT | 4 | -0.290000 | 825.200000 | -47.800000 | -5.480000 | 873.000000 |
| INVISIO | 15 | -1.470000 | 3517.500000 | -54.500000 | -1.530000 | 3571.999995 |
| HEXPOL B | 8 | -0.540000 | 882.400000 | -74.600000 | -7.800000 | 957.000000 |
| Orrön Energy | 170 | -1.590000 | 1943.950000 | -102.050000 | -4.990000 | 2045.999980 |
| Hexagon B | 26 | -1.400000 | 3291.600000 | -128.400000 | -3.750000 | 3420.000012 |
| VEF | 788 | -0.270000 | 1763.540000 | -139.460000 | -7.330000 | 1903.000300 |
| Sedana Medical | 93 | -0.800000 | 2540.760000 | -442.820000 | -14.840000 | 2983.577733 |
| TOTAL | 43235.100000 | -1640.480000 | -7.45827% | 44875.578016 |
Updated:¶
'2023-06-22 12:09:39.119059'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
